We've got the numbers covered.
Monthly Service Packages
Essentials
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Monthly transaction categorization
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Bank and credit card reconciliations
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Monthly profit and loss statement
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Monthly financial summary
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Email support
$450/Month
Core
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Everything in Essential
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Balance sheet reporting
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Accounts payable and receivable support
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Monthly financial review
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Cash flow tracking
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Priority communication
$600/Month
Full-Service
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Everything in Business
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Additional financial reporting
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Budgeting and forecasting
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Payroll coordination
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Accounts payable and receivable management
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More extensive management reporting
$1,500/Month
Built For Your Unique Needs
Additional Services
Catch-Up Bookkeeping
Quickbooks Setup
Historical Financial Cleanup
Behind on your books? We'll bring your bookkeeping up to date, organize past transactions, and help you get a clear picture of where your business stands financially.
Start with the right financial foundation. We'll help set up your QuickBooks account, customize it to your business, and organize your chart of accounts so managing your finances feels simpler from day one.
When past financial records are disorganized or inaccurate, it can be difficult to know where your business stands. We'll review and clean up historical financial data to improve accuracy and give you a more reliable picture of your business's financial health.
Give your business a clearer financial direction. We'll work with you to create a practical budget based on your goals, expenses, and expected revenue, helping you plan ahead, manage cash flow, and make more informed decisions.
Business Budgeting
Month-End Close
1099 Compliance
Bank & Account Reconciliation
Full monthly close process including journal entries, accruals, and prepaid amortization, done on a consistent schedule.
Contractor tracking, W-9 collection, and year-end 1099-NEC filing to keep you compliant with IRS requirements.
All bank, credit card, and loan accounts reconciled to the penny. Discrepancies caught and resolved before they compound.
Get financially prepared for your next business opportunity. We'll help organize financial records, prepare supporting financial documentation, and provide the financial clarity needed to support your SBA loan application.
SBA Loan Preparation
You don't need an in-house accounting department. You need the right person in your corner.
When you're building a business, every dollar, decision, and relationship matters.
We're here to give you access to knowledgeable financial support without the complexity of managing an entire accounting department.
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You'll get a real person who knows your business, answers your questions, and takes the time to help you understand what's happening behind the numbers.
